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JPMorgan Chase
JPM

Overview Fund Activity

4,134 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,717 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,134
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.12%
Holding in Top 10
667
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-6.45%
% of All Funds
9.7%
New
201
Increased
1,717
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$858M
2
UBS AM
UBS AM
Illinois
+$640M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$558M
5
BlackRock
BlackRock
New York
+$519M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.34B
2
GA
Greenhaven Associates
New York
-$934M
3
DZ Bank
DZ Bank
Germany
-$926M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$622M
5
Citadel Advisors
Citadel Advisors
Florida
-$466M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1551
Monarch Capital Management
Indiana
$5.66M -$155K -765 -3%
LCM
1552
Laurion Capital Management
New York
$5.65M +$5.65M +27,952 New
MSA
1553
Marino Stram & Associates
Massachusetts
$5.65M -$57.2K -283 -1%
JWCA
1554
J.W. Coons Advisors
Ohio
$5.64M +$86.4K +427 +2%
MWM
1555
Mattern Wealth Management
Kansas
$5.64M -$97.3K -481 -2%
LWM
1556
LJI Wealth Management
Indiana
$5.63M -$21.4K -106 -0.4%
VWM
1557
Valley Wealth Managers
New Jersey
$5.62M -$470K -2,322 -8%
GLR
1558
Great Lakes Retirement
Ohio
$5.62M +$1.1M +5,417 +24%
AF
1559
Advisornet Financial
Minnesota
$5.61M +$168K +829 +3%
CFGS
1560
Concourse Financial Group Securities
Alabama
$5.61M -$166K -821 -3%
CIG
1561
Consolidated Investment Group
Colorado
$5.6M – – –
IWA
1562
Invera Wealth Advisors
Oregon
$5.6M +$83K +400 +2%
OPA
1563
Old Port Advisors
Maine
$5.59M -$32.6K -161 -0.6%
HKIM
1564
Hayek Kallen Investment Management
Alabama
$5.59M +$13.3K +66 +0.2%
SGCA
1565
Steel Grove Capital Advisors
Tennessee
$5.58M -$579K -2,865 -9%
ACM
1566
Alta Capital Management
Utah
$5.58M -$14.6K -72 -0.3%
HNW
1567
High Note Wealth
Minnesota
$5.57M +$308K +1,524 +6%
ST
1568
Smithfield Trust
Pennsylvania
$5.57M -$39.6K -196 -0.7%
HA
1569
Hamel Associates
New Jersey
$5.57M +$2.79M +13,780 +100%
IAMOG
1570
Investors Asset Management of Georgia
Georgia
$5.57M +$202 +1 +0%
Koshinski Asset Management
1571
Koshinski Asset Management
Illinois
$5.54M +$350K +1,684 +7%
GBT
1572
Grove Bank & Trust
Florida
$5.54M +$154K +759 +3%
SI
1573
Symmetry Investments
Jersey
$5.54M +$104K +514 +2%
AIM
1574
Athena Investment Management
California
$5.52M -$69.4K -343 -1%
CRCM
1575
Crystal Rock Capital Management
Illinois
$5.52M -$157K -775 -3%
61 62
63
64 65